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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
LOT
426
Lombard Odier Transatlantic
Quebec, Canada
$783K +$773K +7,100 +4,733%
DAM
427
Delta Asset Management
Tennessee
$782K +$8.38K +77 +1%
EAMA
428
EFG Asset Management (Americas)
Florida
$770K – – –
COI
429
Connable Office Inc
Michigan
$754K -$1.83M -16,831 -71%
MAM
430
Meeder Asset Management
Ohio
$751K +$756K +6,949 New
AWA
431
Arete Wealth Advisors
Illinois
$742K +$98.2K +902 +15%
LWA
432
Lenox Wealth Advisors
New York
$735K +$5.44K +50 +0.7%
TAM
433
Taurus Asset Management
New York
$734K – – –
CAM
434
Cidel Asset Management
Ontario, Canada
$724K -$226K -2,078 -24%
BL
435
Balentine LLC
Georgia
$723K -$979K -8,991 -57%
AGA
436
Accuvest Global Advisors
Utah
$721K +$1.63K +15 +0.2%
DAS
437
Dynamic Advisor Solutions
Arizona
$720K +$144K +1,323 +25%
BWP
438
BSW Wealth Partners
Colorado
$710K -$5.33K -49 -0.7%
SMC
439
Smith, Moore & Co
Missouri
$701K +$78.9K +725 +13%
HIIFS
440
Harel Insurance Investments & Financial Services
Israel
$683K +$688K +6,322 New
MFW
441
Mosaic Family Wealth
Missouri
$674K +$680K +6,245 New
JIR
442
James Investment Research
Ohio
$660K – – –
GP
443
Girard Partners
Pennsylvania
$660K +$403K +3,700 +153%
FC
444
Financial Consulate
Maryland
$649K +$27.9K +256 +4%
PV
445
Private Vista
Illinois
$643K +$642K +5,897 New
IT
446
Independence Trust
Tennessee
$635K – – –
KT
447
Kanaly Trust
Texas
$635K – – –
LWM
448
Lenox Wealth Management
Ohio
$635K +$640K +5,878 New
SCA
449
Salient Capital Advisors
Texas
$627K -$302K -2,770 -32%
BFC
450
Blue Fin Capital
Rhode Island
$622K -$27.2K -250 -4%
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